New year. Renewed focus.

Plan for prosperity in the coming year.

The new year brings new possibilities. The perfect time to assess where you are and where you want to go, ask questions and explore opportunities.


A simple financial wellness conversation with one of our advisors can help make sure you’re on track — or can get back on track — toward achieving your goals.


We’ll focus on your unique situation to create a personalized financial strategy based on your short- and long-term objectives, then help you address them. From retirement, investment and estate planning to business, tax, gifting strategies and risk management — we can help.

For a limited time: Schedule a consultation for a complimentary review of your investment or retirement plan statement, get a $50 gift card*. Offer expires March 29, 2024.

 

 

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Schedule your free in-branch consultation today!

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DISCLOSURES:

*This offer is available to new Northwest Investment Services customers only who schedule an appointment during promotional period and who have not received a gift card through a previous Northwest Investment Services promotion offer within the last 24 months. Customers must bring in an investment or retirement statement at their scheduled appointment to receive the gift card. Gift cards are limited to one household; ask for available selection at time of appointment. Offer is non-transferable and may be extended, modified or discontinued at any time without prior notice and may vary by market. A 1099-MISC may be used to report award to IRS. Offer valid through March 29, 2024 (appointments must be made by March 29th and held by May 31st to receive promotion). Promotion is not eligible for Northwest Bank employees or relatives. Appointments must be held in person. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial, (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northwest Bank and Northwest Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Investment Services, and may also be employees of Northwest Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwest Bank and Northwest Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency. Not Bank Guaranteed. Not Bank Deposits or Obligations. May Lose Value.

Your Bank (“Financial institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit www./lpl/com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.